Denise Alvis

Experience

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  Barnett Bank of Southwest Florida

  Feb 1984 - Dec 1996

  * Assisted with local advertising by coordinating timely and accurate placement, pricing and cost analysis ; * Assisted in planning, organizing and implementing community events sponsored by bank, ensuring maximum recognition and visibility ; * Assisted with information gathering, establishing content, writing articles, layout, design editing and printing of quarterly newsletter ; * Prepared press releases on bank and employee news ; * Serviced as day-to-day contact for local media ; * Created and maintained tracking system to monitor marketing expenses and budget variances Show less

  • Marketing Assistant

    Feb 1996 - Dec 1996

  • Executive Administrative Assistant

    Jan 1992 - Feb 1996

  • Installment Loan Clerk

    Mar 1990 - Jan 1992

  • ICRP Coordinator

    Nov 1987 - Mar 1990

  • Bankcard Coordinator

    Feb 1984 - Nov 1987
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  Barnett Bank of Southwets Florida

  Dec 1996 - Sept 1997

  Retail Marketing Representative

  * Assisted banking offices in planning and implementing market strategies to increase profit and sales in deposit, consumer and small business ; * Assisted banking offices with product campaign implementation, award & recognition programs, training workshops, sales tracking, new product implementation and training ; * Assisted Retail Market Manager with market profit plan and budget development to attain bank revenue goals/customer profitability by business line ;

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  BARNETT BANK OF SOUTHWEST FLORIDA

  Sept 1997 - May 1998

  Banking Office Sales Manager

  * Directed the sales efforts of the branch through training, coaching and leading office staff to achieve sales goals ; * Measured and tracked referrals and sales and recognized and rewarded staff for results

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  HUNTINGTON NATIONAL BANK

  May 1998 - Feb 2002

  Vice President, Retail Sales

  • From 1998–2000, provided sales and service support to 100 retail banking offices in the Florida Region• In April of 2000, selected to take on newly created position for entire retail banking business line, supporting 400+ retail banking offices• Responsible for the development and implementation of sales strategies, marketing campaigns and sales aids to maximize profitability, meet customer needs and improve delivery effectiveness• Developed and implemented corporate and regional sales campaigns and contest award programs, coordinated training workshops and planned sales meetings• Designed and administered incentive compensation plans for banking office colleagues and district sales managers. Ensured all programs aligned with corporate objectives and attracted, retained and motivated sales colleagues and leaders. Provided plan interpretation, reporting and incentive calculations, monitored compliance within the plan guidelines and led plan rollouts• Established growth targets and sales production goals at Regional, District and Banking Office level• Developed and administered sales and service performance reports (goal setting, sales rankings, scorecards, contest results, industry metrics, and ad hoc reporting) Show less

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  Huntington Investment Company

  Feb 2002 - Jan 2011

  Director of Sales & Service Delivery

  • Managed all sales and service support functions, targeted to help achieve an $85 million revenue budget (culture alignment, colleague development, sales support, sales and service performance, reward and recognition)• Reported to the President of HIC, supervised a team of 26, and supported 225 dedicated financial advisors, 950 licensed platform bankers, and 8 regional sales managers• Assisted in creating a performance driven culture that ensured accountability and personal responsibility• Created and implemented an onboarding and training regimen for new and existing advisors• Developed and implemented a licensed banker training and recognition program that improved Series 6 passing rate and grew average annual sales per licensed banker from $24,000 to $50,000 in 3 years• Coordinated all marketing campaigns, sales initiatives, contest award programs, sales conferences/teleconferences, regional advisor training roadshows, and advisor councils• Developed, managed and marketed well-diversified product solution sets which provided competitive advantages, grew revenues and met the ever-changing needs of client demographics• Managed Strategic Product Partner relationships (maintained selling, revenue sharing and marketing allowance agreements, conducted quarterly strategic planning meetings, performed annual due diligence reviews and partnered with product provider on product positioning)• Improved cross-sell and closing ratios by developing a comprehensive Sales Solutions/Service Desk that provided a one stop resource to advisors and licensed bankers. Supported sales strategies, resolved customer issues and provided product and operational processes support • Developed and administered incentive compensation programs for licensed bankers, dedicated investment sales teams, private bankers, personal trust officers, sales managers and executive leadership members. Show less

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  HUNTINGTON WEALTH ADVISORS

  Jan 2011 - Sept 2012

  Senior Vice President

  * Assisted with the integration of brokerage, personal trust and private banking business units to establish an universal wealth management platform (combined income statements, aligned incentive compensation plans, uniform sales management process, performance scorecards/dashboards) ; * Worked with Corporate Marketing to develop brand and channel strategies to effectively grow market and client wallet share ; * Engaged with business segment leadership to articulate vision and develop long term goals and strategic objectives. Directed top-level strategic marketing and sales initiatives to improve revenue performance, market share and profitability. Tracked and prioritized all key initiatives. ; * Implemented Huntington's Optimal Customer Relationship sales management process, which included advisor and leader activity reporting, pipeline management, and a consistent customer relationship management approach ; * Assisted in the development and implementation of a new profiling process which helped advisors upsell and gather additional assets ; * Lead and directed various administrative functions within HWA, inclusive of budget, forecast, metrics, FPR oversight, pipeline management, contests and campaigns, and risk assessments. Guided and directed efforts to achieve organization effectiveness and efficiency (strategic alignment, internal communication, vendor management, support partner alignment) Show less

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  LPL Financial

  Jan 2015 - Sept 2016

  VP, Business Manager | Institution Services Business Consulting

  The Institution Services Business Consulting Team specializes in helping bank and credit union investment and wealth management programs identify and execute on opportunities for optimal long-term growth and improved efficiency in support of the overall goals of both the program and financial institutionResponsibilities Included:• Development and implementation of business unit strategic business plan• Management of business work streams designed to improve processes, equip growth and efficiency consultants, and measure client sentiment• Development of consulting tools and resources to impact institution growth and retention initiatives and promote adoption of LPL tools• Management of performance data that included financial, sales and activity results to monitor and measure business unit’s productivity, goal attainment, client sentiment and overall effectiveness. Utilized Salesforce as a CRM tool (client profiles), to track consultant activities (calls, cases, campaigns) and to produce performance and activity dashboards • Communication across Business Consulting team and LPL on strategic initiatives and client impacts• Participation in corporate work streams designed to enhance products and services and improve the client experience• Development and coordination of client facing conferences for institution C-Suite executives and program leaders to facilitate connections, peer collaboration and best practice sharing – designed to help develop and fine-tune skills needed to drive success• Worked closely with the top 50 institution executives to share product and service enhancements and gather client sentiment Show less

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  Acumen Solutions

  Jan 2017 - Feb 2022

  Sr Manager, Global Services | Change Management Consultant

  Acumen Solutions is the trusted leader in Enterprise Cloud Transformation, helping organizations realize dramatic improvements in productivity and profitability through innovations in business and technology. A Salesforce Cloud Alliance Platinum partner serving worldwide clients, Acumen Solutions focuses on complex programs for the Global 2000. Industry and government leaders rely on our global consultants to deliver cloud solutions that yield exceptional results. We apply this same focus on results to our unparalleled social responsibility program, generating sustainable impact across our local communities.My role as a Change Management Consultant is to provide support to our customers as they implement changes to business processes, systems and technology, job roles and organization structures. l focus on the people side of change, creating and implementing change management plans that minimize employee resistance and maximize employee engagement. I work to drive faster adoption, greater ultimate utilization and higher proficiency.Responsibilities include:• Leading Change Management & Adoption projects from start to finish• Conducting impact analyses, assessing change readiness and identifying key stakeholders• Providing coaching support to customer management and executive management• Supporting the design, development, delivery and management of dynamic communications and collateral materials• Supporting the design and delivery of training programs (playbooks, tip sheets, quick reference guides, eLearning modules, etc.)• Conducting training classes for a variety of audiences (train-the-trainer sessions, WebEx and in person)• Addressing any client issues, resolving conflicts, and exceeding client expectations for successful Change Management & Adoption Show less

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  Salesforce Professional Services

  Feb 2022 - now

  Senior Human-Centered Change Lead